Purchases and Sales Made in Q3 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q3 2023. The information is specifically focused on institutions that hold shares of BlackRock Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
40+ 0.85% |
$25.7K - $30.3K
|
4.73K
$5.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
40+ 0.96% |
$25.7K - $30.3K
|
4.19K
$4.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
40+ 3.65% |
$25.7K - $30.3K
|
1.14K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
40+ 4.79% |
$25.7K - $30.3K
|
875
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
40+ 11.43% |
$25.7K - $30.3K
|
390
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40+ 11.87% |
$25.7K - $30.3K
|
377
$414K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40New |
$25.7K - $30.3K
|
40
$43.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
39+ 4.63% |
$25.1K - $29.5K
|
881
$967K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 6.07% |
$25.1K - $29.5K
|
682
$749K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
38+ 4.72% |
$24.4K - $28.8K
|
843
$926K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
37+ 2.06% |
$23.8K - $28K
|
1.83K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
37+ 2.25% |
$23.8K - $28K
|
1.68K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
37+ 4.69% |
$23.8K - $28K
|
826
$907K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
36+ 12.72% |
$23.2K - $27.2K
|
319
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
36+ 3.53% |
$23.2K - $27.2K
|
1.06K
$1.16M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
36+ 3.53% |
$23.2K - $27.2K
|
1.06K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
35+ 6.82% |
$22.5K - $26.5K
|
548
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
35+ 6.39% |
$22.5K - $26.5K
|
583
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35+ 4.07% |
$22.5K - $26.5K
|
896
$984K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
34+ 7.78% |
$21.9K - $25.7K
|
471
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
34+ 0.25% |
$21.9K - $25.7K
|
13.5K
$14.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
34+ 0.22% |
$21.9K - $25.7K
|
15.3K
$16.8M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34+ 3.73% |
$21.9K - $25.7K
|
946
$1.04M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
34+ 0.25% |
$21.9K - $25.7K
|
13.5K
$14.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
33+ 8.19% |
$21.2K - $25K
|
436
$479K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
33+ 3.59% |
$21.2K - $25K
|
951
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
33+ 1.17% |
$21.2K - $25K
|
2.86K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
33+ 1.05% |
$21.2K - $25K
|
3.17K
$3.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
32+ 9.91% |
$20.6K - $24.2K
|
355
$390K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
32+ 5.53% |
$20.6K - $24.2K
|
611
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
32+ 5.38% |
$20.6K - $24.2K
|
627
$688K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
31+ 0.74% |
$19.9K - $23.5K
|
4.25K
$4.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
31+ 7.67% |
$19.9K - $23.5K
|
435
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
31+ 3.02% |
$19.9K - $23.5K
|
1.06K
$1.16M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 63.83% |
$19.3K - $22.7K
|
77
$84.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
30New |
$19.3K - $22.7K
|
30
$32.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.4% |
$19.3K - $22.7K
|
2.17K
$2.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
30+ 1.49% |
$19.3K - $22.7K
|
2.04K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
29+ 9.93% |
$18.7K - $21.9K
|
321
$352K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
28+ 7.61% |
$18K - $21.2K
|
396
$435K
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
28+ 5.59% |
$18K - $21.2K
|
529
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
27+ 5.11% |
$17.4K - $20.4K
|
555
$609K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
27+ 1.83% |
$17.4K - $20.4K
|
1.51K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27+ 9.18% |
$17.4K - $20.4K
|
321
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
27New |
$17.4K - $20.4K
|
27
$29.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
26+ 0.48% |
$16.7K - $19.7K
|
5.48K
$6.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
26+ 1.46% |
$16.7K - $19.7K
|
1.8K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
26+ 1.08% |
$16.7K - $19.7K
|
2.43K
$2.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
25+ 1.62% |
$16.1K - $18.9K
|
1.56K
$1.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
25+ 2.82% |
$16.1K - $18.9K
|
911
$1M
|